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CenterPoint Financial Management
JP Geisbauer, a former ultra-high-net-worth family-office CFO, runs fee-only retirement planning firm CenterPoint Financial Management in Irvine, CA.
CenterPoint Financial Management
Looking for a financial advisor in Irvine, CA? Centerpoint Financial Management is a fiduciary, fee-only CFP® and CPA financial planning firm in Irvine, CA focused on your financial planning, income tax planning, retirement planning and investment management needs.
General information
Firm type
Venture Capital
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Irvine
Corporate office
Irvine, CA, United States
Principals
JP Geisbauer
Founder, CPA, CFP®
Frequently asked questions
What is JP Geisbauer's professional background before founding CenterPoint Financial Management?
Geisbauer began his career at PwC and regional CPA firms before serving as CFO for an ultra-high-net-worth family office for 11 years. His certifications include CPA, CFP®, and CEPA. That combination — public accounting, private-family-office operations, and personal financial planning — shapes the firm's tax-first retirement framework.
Does CenterPoint Financial Management earn commissions or sell financial products?
No. The firm operates on a fee-only basis and does not accept commissions or product fees. Geisbauer explicitly positions CenterPoint as an independent fiduciary, a structure he adopted after observing family-office principals avoid conflicted distribution models.
Who is CenterPoint Financial Management's typical client?
The firm targets California-based business owners, executives, consultants, and professionals described as 'diligent savers' nearing retirement. Marketing materials emphasize tax-efficient retirement planning and income tax planning, reflecting the founder's CPA background.
Where does the firm's family-office DNA come from?
Geisbauer spent 11 years as CFO of an ultra-high-net-worth family office, developing expertise in wealth preservation and legacy planning. That tenure informs CenterPoint's approach to retirement cash flows, tax strategy, and multi-decade planning, per the firm's website.
Does CenterPoint Financial Management disclose its assets under management?
No. CenterPoint does not publish AUM on its website or in accessible regulatory filings. The firm appears to operate below the SEC registration threshold and serves a concentrated client base from a single Irvine office.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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